ITI has a dedicated team of professionals handling the investment advisory services of the firm. These experts use their knowledge of investments, tax laws, and insurance to recommend financial options to clients in accordance with their short-term and long-term goals. Some of the issues that the specialists address are general investments, retirement planning, tax planning and child education & welfare planning. Our certified Investment Advisory Managers strive to understand each individual client’s needs, risk profiles and investment goals to provide the best advice. Apart from advising, they help clients build and track their investments. They also regularly monitor, report and recommend changes based on the performance of the portfolio.
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